| 6/6/2025 | Blue Oak Capital LLC | 39,437 | $2.51M | 1.4% | -12.1% | 0.073% | |
| 5/21/2025 | Geneos Wealth Management Inc. | 2,950 | $187K | 0.0% | +13.7% | 0.006% | |
| 5/20/2025 | Belpointe Asset Management LLC | 8,603 | $547K | 0.0% | N/A | 0.016% | |
| 5/20/2025 | Focus Partners Wealth | 361,064 | $22.94M | 0.1% | +11.5% | 0.681% | |
| 5/19/2025 | Jane Street Group LLC | 54,295 | $3.45M | 0.0% | -18.2% | 0.102% | |
| 5/16/2025 | Ascent Group LLC | 20,492 | $1.30M | 0.1% | +39.6% | 0.039% | |
| 5/16/2025 | Jones Financial Companies Lllp | 18,457 | $1.17M | 0.0% | -90.0% | 0.035% | |
| 5/16/2025 | NewEdge Advisors LLC | 14,684 | $933K | 0.0% | +1.7% | 0.028% | |
| 5/16/2025 | Integrated Wealth Concepts LLC | 101,354 | $6.44M | 0.1% | -0.5% | 0.191% | |
| 5/15/2025 | Royal Bank of Canada | 548,240 | $34.84M | 0.0% | +72.7% | 1.034% | |
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| 5/14/2025 | Triad Wealth Partners LLC | 19,536 | $1.24M | 0.4% | +130.8% | 0.037% | |
| 5/14/2025 | CreativeOne Wealth LLC | 35,571 | $2.26M | 0.1% | -17.0% | 0.067% | |
| 5/14/2025 | WCG Wealth Advisors LLC | 412,633 | $26.22M | 2.0% | +17.5% | 0.778% | |
| 5/14/2025 | Comerica Bank | 6,067 | $385K | 0.0% | +3.5% | 0.011% | |
| 5/14/2025 | Northwestern Mutual Wealth Management Co. | 4,533 | $288K | 0.0% | +440.3% | 0.009% | |
| 5/14/2025 | Kestra Advisory Services LLC | 470,341 | $29.89M | 0.1% | +17.7% | 0.887% | |
| 5/14/2025 | Ameriprise Financial Inc. | 2,162,672 | $137.41M | 0.0% | +51.0% | 4.078% | |
| 5/14/2025 | Capital Analysts LLC | 6,942 | $441K | 0.0% | +117.3% | 0.013% | |
| 5/13/2025 | Tyler Stone Wealth Management | 196,597 | $12.49M | 2.2% | +7.2% | 0.371% | |
| 5/13/2025 | Raymond James Financial Inc. | 909,109 | $57.77M | 0.0% | +74.7% | 1.714% | |
| 5/13/2025 | Vestmark Advisory Solutions Inc. | 536,166 | $34.07M | 0.9% | -4.2% | 1.011% | |
| 5/13/2025 | HighTower Advisors LLC | 59,869 | $3.80M | 0.0% | +10.8% | 0.113% | |
| 5/12/2025 | Benjamin Edwards Inc. | 20,040 | $1.27M | 0.0% | -15.0% | 0.038% | |
| 5/12/2025 | JPMorgan Chase & Co. | 13,430,674 | $853.39M | 0.1% | +31.3% | 25.327% | |
| 5/9/2025 | Commonwealth Financial Services LLC | 103,246 | $6.56M | 1.3% | +2.0% | 0.195% | |
| 5/9/2025 | Ritter Daniher Financial Advisory LLC DE | 34,460 | $2.19M | 0.6% | -70.4% | 0.065% | |
| 5/9/2025 | Financial Connections Group Inc. | 10,386 | $621K | 0.3% | +28.6% | 0.020% | |
| 5/9/2025 | Cary Street Partners Investment Advisory LLC | 9,045 | $575K | 0.3% | +12.2% | 0.017% | |
| 5/9/2025 | Atria Wealth Solutions Inc. | 33,292 | $2.12M | 0.0% | +51.2% | 0.063% | |
| 5/9/2025 | Gill Capital Partners LLC | 112,968 | $7.18M | 2.5% | +506.9% | 0.213% | |
| 5/9/2025 | Commonwealth Equity Services LLC | 966,182 | $61.39M | 0.1% | +27.1% | 1.822% | |
| 5/9/2025 | PNC Financial Services Group Inc. | 1,032,555 | $65.61M | 0.0% | +1,071.1% | 1.947% | |
| 5/8/2025 | IFG Advisory LLC | 12,493 | $794K | 0.0% | N/A | 0.024% | |
| 5/8/2025 | MONECO Advisors LLC | 8,915 | $566K | 0.1% | +17.3% | 0.017% | |
| 5/8/2025 | BCGM Wealth Management LLC | 135,471 | $8.61M | 2.6% | +42.9% | 0.255% | |
| 5/8/2025 | Harbour Investments Inc. | 62,776 | $3.99M | 0.1% | +2.3% | 0.118% | |
| 5/8/2025 | NorthRock Partners LLC | 722 | $46K | 0.0% | N/A | 0.001% | |
| 5/8/2025 | Arkadios Wealth Advisors | 32,635 | $2.07M | 0.1% | +18.1% | 0.062% | |
| 5/7/2025 | N.E.W. Advisory Services LLC | 800 | $51K | 0.0% | N/A | 0.002% | |
| 5/7/2025 | Frontier Asset Management LLC | 16,154 | $1.03M | 0.3% | N/A | 0.030% | |
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| 5/7/2025 | LPL Financial LLC | 3,877,878 | $246.40M | 0.1% | +37.0% | 7.313% | |
| 5/7/2025 | Keyvantage Wealth LLC | 194,874 | $12.38M | 6.0% | +1,233.5% | 0.367% | |
| 5/7/2025 | Resolute Wealth Strategies LLC | 166,610 | $10.59M | 5.9% | +167.2% | 0.314% | |
| 5/7/2025 | Intellus Advisors LLC | 449,842 | $28.58M | 5.0% | +1.8% | 0.848% | |
| 5/7/2025 | Denver PWM LLC | 83,872 | $5.33M | 1.9% | +27.6% | 0.158% | |
| 5/6/2025 | Assetmark Inc. | 564 | $36K | 0.0% | -42.2% | 0.001% | |
| 5/6/2025 | Cetera Investment Advisers | 1,125,791 | $71.53M | 0.1% | +15.7% | 2.123% | |
| 5/6/2025 | Avantax Advisory Services Inc. | 12,458 | $792K | 0.0% | -23.3% | 0.023% | |
| 5/6/2025 | Ignite Planners LLC | 8,369 | $516K | 0.1% | +75.5% | 0.016% | |
| 5/6/2025 | Fagan Associates Inc. | 50,952 | $3.24M | 0.5% | +9.7% | 0.096% | |
| 5/5/2025 | Summit Wealth & Retirement Planning Inc. | 3,178 | $202K | 0.1% | N/A | 0.006% | |
| 5/5/2025 | WNY Asset Management LLC | 437,826 | $27.82M | 3.3% | -0.1% | 0.826% | |
| 5/5/2025 | IFP Advisors Inc | 10,675 | $678K | 0.0% | +2.7% | 0.020% | |
| 5/5/2025 | ARQ Wealth Advisors LLC | 156,817 | $9.96M | 3.7% | +4.1% | 0.296% | |
| 5/5/2025 | Private Advisor Group LLC | 148,440 | $9.43M | 0.1% | +22.3% | 0.280% | |
| 5/5/2025 | Nwam LLC | 5,369 | $341K | 0.0% | -22.1% | 0.010% | |
| 5/2/2025 | Kingsview Wealth Management LLC | 34,593 | $2.20M | 0.0% | +33.4% | 0.068% | |
| 5/2/2025 | Dynasty Wealth Management LLC | 3,095,605 | $196.70M | 2.8% | N/A | 6.124% | |
| 5/2/2025 | Litman Gregory Wealth Management LLC | 12,996 | $826K | 0.1% | -18.0% | 0.026% | |
| 5/2/2025 | Landaas & Co. WI ADV | 4,368 | $278K | 0.1% | +37.9% | 0.009% | |
| 5/1/2025 | LRI Investments LLC | 18,350 | $1.17M | 0.1% | +103.9% | 0.036% | |
| 5/1/2025 | CWM LLC | 153,413 | $9.75M | 0.0% | +23.6% | 0.303% | |
| 5/1/2025 | Prism Advisors Inc. | 233,182 | $14.82M | 4.6% | N/A | 0.461% | |
| 5/1/2025 | Gateway Wealth Partners LLC | 9,527 | $605K | 0.1% | +27.6% | 0.019% | |
| 5/1/2025 | Country Club Bank | 32,490 | $2.05M | 0.1% | +18.4% | 0.064% | |
| 4/30/2025 | Weil Company Inc. | 63,888 | $4.06M | 1.2% | +133.0% | 0.126% | |
| 4/30/2025 | Quotient Wealth Partners LLC | 20,722 | $1.32M | 0.0% | N/A | 0.041% | |
| 4/30/2025 | Stratos Wealth Partners LTD. | 6,754 | $429K | 0.0% | +3.7% | 0.013% | |
| 4/29/2025 | Heritage Wealth Management Inc. | 17,939 | $1.14M | 0.4% | +35.6% | 0.035% | |
| 4/29/2025 | Envestnet Asset Management Inc. | 1,189,600 | $75.59M | 0.0% | +465.1% | 2.353% | |
| 4/29/2025 | Concurrent Investment Advisors LLC | 5,597 | $355K | 0.0% | +16.9% | 0.011% | |
| 4/29/2025 | Wayfinding Financial LLC | 16,823 | $1.07M | 0.5% | -3.2% | 0.033% | |
| 4/29/2025 | Olde Wealth Management LLC | 2,861 | $181K | 0.1% | N/A | 0.006% | |
| 4/29/2025 | MBA Advisors LLC | 4,657 | $296K | 0.1% | N/A | 0.009% | |
| 4/28/2025 | D.A. Davidson & CO. | 33,482 | $2.13M | 0.0% | +1.5% | 0.066% | |
| 4/28/2025 | Mutual Advisors LLC | 10,978 | $668K | 0.0% | -85.2% | 0.022% | |
| 4/28/2025 | Strategic Financial Concepts LLC | 4,431 | $282K | 0.1% | +13.6% | 0.009% | |
| 4/28/2025 | FSM Wealth Advisors LLC | 368,658 | $23.43M | 5.3% | +2.9% | 0.729% | |
| 4/28/2025 | DAVENPORT & Co LLC | 82,921 | $5.27M | 0.0% | +123.6% | 0.164% | |
| 4/28/2025 | Clear Creek Financial Management LLC | 13,079 | $831K | 0.1% | N/A | 0.026% | |
| 4/25/2025 | Westside Investment Management Inc. | 4,631 | $294K | 0.1% | +15.6% | 0.009% | |
| 4/25/2025 | Albion Financial Group UT | 4,850 | $308K | 0.0% | +259.3% | 0.010% | |
| 4/25/2025 | Convergence Financial LLC | 312,592 | $19.86M | 3.9% | +1.7% | 0.618% | |
| 4/24/2025 | 3Chopt Investment Partners LLC | 31,517 | $2.00M | 0.5% | +26.9% | 0.062% | |
| 4/23/2025 | Western Wealth Management LLC | 38,081 | $2.42M | 0.2% | N/A | 0.075% | |
| 4/23/2025 | Perigon Wealth Management LLC | 53,328 | $3.39M | 0.1% | +4.2% | 0.105% | |
| 4/23/2025 | Daymark Wealth Partners LLC | 366,672 | $23.30M | 1.0% | -4.1% | 0.725% | |
| 4/23/2025 | Steph & Co. | 723,153 | $45.95M | 16.5% | -1.1% | 1.431% | |
| 4/23/2025 | Independence Asset Advisors LLC | 4,699 | $299K | 1.0% | N/A | 0.009% | |
| 4/23/2025 | Mascagni Wealth Management Inc. | 29,040 | $1.84M | 1.8% | +7.3% | 0.057% | |
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| 4/23/2025 | Oppenheimer & Co. Inc. | 5,169 | $328K | 0.0% | N/A | 0.010% | |
| 4/22/2025 | 5T Wealth LLC | 49,165 | $3.12M | 1.7% | -9.9% | 0.097% | |
| 4/22/2025 | Cambridge Investment Research Advisors Inc. | 100,834 | $6.41M | 0.0% | +352.4% | 0.199% | |
| 4/22/2025 | Crumly & Associates Inc. | 69,841 | $4.44M | 1.2% | -66.6% | 0.138% | |
| 4/22/2025 | Worth Financial Advisory Group LLC | 8,930 | $567K | 0.4% | +21.5% | 0.018% | |
| 4/22/2025 | Private Wealth Partners LLC | 13,150 | $836K | 0.1% | +75.3% | 0.026% | |
| 4/21/2025 | Avior Wealth Management LLC | 1,014,047 | $64.43M | 2.4% | +5.6% | 2.006% | |
| 4/21/2025 | Clear Point Advisors Inc. | 8,704 | $553K | 0.5% | -4.9% | 0.017% | |
| 4/21/2025 | Envestnet Portfolio Solutions Inc. | 6,630 | $421K | 0.0% | N/A | 0.013% | |
| 4/21/2025 | PUREfi Wealth LLC | 6,673 | $424K | 0.4% | N/A | 0.013% | |
